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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1801
Logan Capital Management
Pennsylvania
$35.2K – – –
WB
1802
Webster Bank
Connecticut
$35.2K +$20.2K +300 +150%
HCM
1803
Horrell Capital Management
Arkansas
$35K – – –
CCMI
1804
Creative Capital Management Investments
California
$34.6K +$33.2K +492 New
WA
1805
WPG Advisers
Maryland
$34.6K +$33.2K +492 New
CHC
1806
City Holding Co
West Virginia
$34.5K – – –
WAG
1807
Wiser Advisor Group
Arizona
$34K -$2.43K -36 -7%
FMP
1808
Financial Management Professionals
Texas
$33.6K +$404 +6 +1%
BGA
1809
Battery Global Advisors
Massachusetts
$32.7K +$135 +2 +0.4%
CMP
1810
Coston McIsaac & Partners
Maine
$32K – – –
PMAM
1811
Picton Mahoney Asset Management
Ontario, Canada
$32K +$8.29K +123 +36%
PWA
1812
Physician Wealth Advisors
Utah
$31.6K +$30.3K +449 New
HBW
1813
Hazlett, Burt & Watson
West Virginia
$31K -$12.5K -185 -29%
TIM
1814
Tortoise Investment Management
New York
$30.2K – – –
ST
1815
Smithfield Trust
Pennsylvania
$29K – – –
AT
1816
Avalon Trust
New Mexico
$28.2K – – –
OCM
1817
Orion Capital Management
California
$28.2K +$27K +400 New
CPG
1818
Cornerstone Planning Group
New Jersey
$27.8K +$1.28K +19 +6%
CAL
1819
Capital Advisors Ltd
Ohio
$27K +$1.35K +20 +5%
CWM
1820
Consultiva Wealth Management
Puerto Rico
$26.7K +$25.5K +379 New
JFA
1821
JNBA Financial Advisors
Minnesota
$26.6K -$8.49K -126 -25%
CAC
1822
Core Alternative Capital
Georgia
$26.5K +$11.5K +171 +83%
CWM
1823
CarsonAllaria Wealth Management
Illinois
$25.7K +$67 +1 +0.3%
AG
1824
AmeriFlex Group
Nevada
$25.5K +$21.1K +313 New
AWM
1825
Abound Wealth Management
Tennessee
$25.5K -$12.3K -182 -33%
71 72
73
74 75